Merit Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Merit Financial Group, LLC holds 89,526 shares of IWY stock, worth $18.8 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

89,526

Previous 79,750 12.26%

Holding current value

$18.8 Million

Previous $18.8 Million 0.44%

% of portfolio

0.29%

Previous 0.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$210.19 - $243.33 $2.05 Million - $2.38 Million	9,776 Added 12.26%	89,526 $18.8 Million
Q4 2024 Jan 15, 2025	BUY	$216.72 - $244.71 $16.6 Million - $18.7 Million	76,429 Added 2301.39%	79,750 $18.8 Million
Q3 2024 Oct 17, 2024	SELL	$194.66 - $225.97 $98,692 - $114,566	-507 Reduced 13.24%	3,321 $730,000
Q2 2024 Aug 13, 2024	SELL	$183.56 - $216.15 $183 - $216	-1 Reduced 0.03%	3,828 $821,000
Q1 2024 May 06, 2024	SELL	$170.38 - $196.82 $124,207 - $143,481	-729 Reduced 15.99%	3,829 $747,000
Q4 2023 Feb 06, 2024	BUY	$149.01 - $175.92 $142,304 - $168,003	955 Added 26.51%	4,558 $798,000
Q3 2023 Nov 07, 2023	SELL	$152.69 - $164.44 $102,149 - $110,010	-669 Reduced 15.66%	3,603 $554,000
Q2 2023 Aug 01, 2023	BUY	$136.24 - $158.56 $108,447 - $126,213	796 Added 22.9%	4,272 $677,000
Q1 2023 Apr 24, 2023	SELL	$117.74 - $138.93 $4,120 - $4,862	-35 Reduced 1.0%	3,476 $482,000
Q4 2022 Jan 13, 2023	BUY	$117.55 - $131.34 $23,510 - $26,268	200 Added 6.04%	3,511 $0
Q3 2022 Oct 31, 2022	SELL	$119.49 - $146.95 $422,516 - $519,615	-3,536 Reduced 51.64%	3,311 $396,000
Q2 2022 Aug 08, 2022	BUY	$120.18 - $161.96 $271,726 - $366,191	2,261 Added 49.3%	6,847 $858,000
Q1 2022 May 13, 2022	BUY	$141.01 - $175.1 $646,671 - $803,008	4,586 New	4,586 $729,000

Others Institutions Holding IWY

# of Institutions

617

Shares Held

57.6M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Account

Merit Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History